Financial Planner

Job Description

The Financial Planner Opportunity

We’re looking for dedicated people with an agile and proactive mindset who want to help clients achieve their financial goals. Perhaps you are considering a career change or, if you are currently in the industry, you are seeking an opportunity to improve outcomes for yourself and clients. Becoming a financial Planner with Spence, Cassidy & Associates requires a high degree of dedication, commitment, and effort.

For the right individual, combined with our support, this will be a highly rewarding career both personally and professionally. We are committed to excellence.

At Spence, Cassidy & Associates, you build your practice on your terms – working directly with clients to develop relationships, provide comprehensive financial plans, and help them achieve financial confidence with their life-long financial goals. It’s a rewarding career and we invite you to explore the opportunity we offer:

• Provide industry-leading training, support, and ongoing development throughout your career
• Support you through a team of advanced financial planning experts and a network of wealth planning, and insurance planning specialists
• Offer exceptional income potential, where your earnings are reflective of your efforts
• Encourage independence and work-life synergy as you plan your schedule

• Build your practice on your terms by working directly with clients to develop relationships
• Provide comprehensive financial plans
• Help clients achieve financial confidence with their life-long financial goals
• Collaborate with a team of advanced financial planning experts and a network of wealth planning and insurance planning specialists

• Highly Competitive Compensation Plan.
• Medical Insurance.
• Prescription Drug Insurance.
• Health Savings Account (HSA).
• Dental Insurance.
• Vision Insurance.
• Life Insurance.
• Disability Insurance.
• 401k Matching Retirement Plan.
• Errors & Omissions Coverage.

Spence, Cassidy and Associates is a Dynamic group of Highly skilled and experienced Financial Advisors providing Financial, Estate and Business planning to their clients. We Recruit, Train, and Develop hard working, ethical individuals in the Financial Industry. Our company culture allows you to build a business for yourself but not by yourself and our team s expertise is here to support you as needed.

Join our team of Dynamic Financial Advisors!